In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&a..
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data spanning more than 500,000 registered professionals across U.S. wealth management..